Adding Group Tags to a Contact within Contacts CRM
Group Tags are a great way to track how a contact relates to your business. By adding a Group Tag to a contact, you can filter specific records based on the group they belong to. In this article we'll discuss how to add a Group Tag to a contact.
Overview
Everyone's contacts fit into their business differently. Brokers have contacts that are buyers and sellers, while mortgage brokers may want to identify their contacts by park types. To accommodate for this, users must first set up the Group Tags they wish to track for each contact using the Manage Group Tags option within the Contacts CRM settings.
After completing this step, users can then add an unlimited number of Group Tags to each contact stored within Contacts CRM.
Note - To begin using Contacts CRM, you must have a paid plan.
Important - Before adding a Group Tag to a contact, you must create your list of Group Tags within the Settings of Contacts CRM. For more information about creating a list of Group Tags, please refer to our article Managing Group Tags within Contacts CRM.
Instructions
To add Group Tags to an existing contact within the Contacts CRM solution, please perform the following steps.
- Login to your MHParks.com account.
- In your Dashboard, click Contacts CRM from the left menu.
- While viewing the Contacts tab, locate the contact you wish to add an Industry Role to. (Hint - Use the filter or Search field to help locate the correct contact)
- Within the Actions menu of the specific contact, select the View option.
- While viewing the details of the contact, click the Group Tag tab on the left of the details view.
- Select the desired Group Tag from within the Search Group Tag dropdown.
- Once you have the correct Group Tag selected, click the Add button.
- Repeat these steps to add additional Group Tags.
Note - To remove a Group Tag from a contact simply click the X within the corresponding tag you wish to remove.
For any questions that you may still have about this, or any other topic in MHParks.com, please contact our Support Team by emailing us at support@mhparks.com.